See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AAAA BENEFITS, INC.10+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $24,412 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,363 | $101,317-10.8% | $146,958-38.5% | $74,495+21.3% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 12.24% | 8730.91%-8718.7pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,513 | $3,810-34.0% | $4,933-49.1% | $2,623-4.2% |
| Participant deferral / active EE | $9,009 | $7,303+23.4% | $8,070+11.6% | $4,346+107.3% |
| Admin fee / account holder | $128 | $1,739-92.6% | $12,998-99.0% | $1,942-93.4% |